---
title: "Managing Sub-accounts"
description: "Manage sub-accounts within your workspace after they’ve been synced."
url: https://support.agentsuite.ai/en/articles/228-managing-sub-accounts
collection: "Managing Subaccounts"
updated: 2026-10-21
language: en
---

# Managing Sub-accounts

Manage sub-accounts within your workspace after they’ve been synced.

### **Step-by-Step Instructions**

#### **1\. Access a Sub-Account**

-   In your workspace, locate and click on the desired sub-account
    
-   You can **add to favorites** to pin it at the top
    
-   Click the sub-account name to **open it in a new tab** via your white-labeled domain
    

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#### **2\. Edit Sub-Account Info**

-   Click sub account (...)
    
-   Click **Edit Account**
    
-   Modify:
    
    -   Sub-account name
        
    -   Email
        
    -   Phone number
        
    -   Website
        
    -   Time zone
        
-   Info is auto-filled from GoHighLevel via OAuth but can be changed manually
    
-   Click **Save Changes** to confirm
    

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#### **3\. Set Content & Usage Limits**

-   Go to **Manage Limits**
    
-   Define:
    
    -   Max number of systems
        
    -   Phone numbers, etc.
        
-   You can make everything unlimited or define limits per sub-account
    
-   Useful for managing plan features or restricting overuse
    

![](https://staticfiles.gleap.io/gattachments/hhpWY5J7D8XAnDnhp0X04KBFB5bw0Fj8NUwv4xDzy8xiMAwZrhlbOW8B1pK5JuNLWSYitoUdCsp.png)

![](https://staticfiles.gleap.io/gattachments/8WJTtTwy2TkOaHeL9HBq57MzpskPSfKuMYyQbQh0i564zrm4oy9V77qmefj1Aot78EYMnJvnV2p.png)

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#### **4\. Manage Tab Permissions**

-   Use **Permissions** settings to control tab visibility
    
-   Admins always see everything — changes apply only to non-admin users
    
-   Uncheck tabs to **hide** them from clients
    
-   Check tabs to **show** them
    
-   Permissions follow the same model as snapshots
    

![](https://staticfiles.gleap.io/gattachments/0R9ZpVV2LVa1rM5rqJCBWVALiUGGsXDSh0valGbZrbwvpiE1cSo6iQXj0DDUTTZFt9kNvR1PLtv.png)

![](https://staticfiles.gleap.io/gattachments/Qwrrc3pM21jTZSlXncKjrPxg4yYMJhnfxhwGRs7mubFcMqxhOL5A7xmHtqdlzjKOlXHPHkUh7Bg.png)

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#### **5\.** [**Invite or Manage Members**](https://support.leadindicator.ai/agency-dashboard/add-members-to-your-subaccount)

-   Click **Invite Member** or **Manage Access**
    
-   Add users by email — existing users are added, new users are created
    
-   Essential for clients to:
    
    -   Access settings
        
    -   Manage billing
        
    -   See the billing tab (must be an **authorized user**)
        

![](https://staticfiles.gleap.io/gattachments/7hsOvA2acXBrQFOfycT1gWU9BV1Qe8J1GfOHlWtqromkIh1UsM0JHAraOno0904w06NaGXm8wm3.png)

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#### **6\. Lock / Unlock Sub-Accounts**

-   Use **Lock/Unlock** options for admin-level security
    
-   Requires admin password
    
-   Useful for restricting or freezing access temporarily
    

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#### **7\. Manage GHL Connections**

-   If sync breaks or fails, click:
    
    -   **Use Agency Connection** to refresh
        
    -   **Direct Connect** to manually re-authenticate the sub-account
        

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#### **8\. Configure Rebilling**

-   Sub-accounts with rebilling will show a **credit card icon**
    
-   Click **Manage Rebilling** to:
    
    -   Enable rebilling
        
    -   Set custom rates for voice minutes
        
    -   Add wallet balance or monthly allowance
        
    -   Assign a customer ID after card is added
        
-   Once billing is active, credit card icon confirms it's working
    

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### **FAQs**

**Q: Why can’t I see the billing tab in the sub-account?**  
A: You must be an **authorized user** of the sub-account.

**Q: What happens when I exceed sub-account limits?**  
A: Features may be restricted; adjust limits manually or upgrade the plan.

**Q: How do I hide tabs from clients?**  
A: Use the **Permissions** tab to disable visibility for non-admin users.

**Q: Can I invite someone not already in the system?**  
A: Yes, they’ll be auto-created during the invite process.

**Q: What does the credit card icon mean?**  
A: It shows the sub-account has active rebilling with a valid payment method.